PVH
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Psagot Value Holdings’s Invesco Solar ETF TAN Stock Holding History

Psagot Value Holdings’s Portfolio TAN Stock Details TAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-183
Closed -$13K – 604
2022
Q4 		$13K Hold
183
– – ﹤0.01% 321
2022
Q3 		$13K Buy
+183
New +$14.8K ﹤0.01% 305
2021
Q4 		– Sell
-15,687
Closed -$1.25M – 446
2021
Q3 		$1.25M Sell
15,687
-589,962
-97% -$49.7M 0.22% 87
2021
Q2 		$54.1M Sell
605,649
-85,021
-12% -$6.92M 1.94% 15
2021
Q1 		$63.4M Buy
690,670
+327,985
+90% +$34.5M 1.42% 19
2020
Q4 		$37.3M Sell
362,685
-117,432
-24% -$9.4M 0.86% 34
2020
Q3 		$31.1M Buy
+480,117
New +$24.1M 0.78% 34

Other funds holding TAN

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Psagot Value Holdings's TAN Position: Q1 2023 in Review

Psagot Value Holdings sold out of Invesco Solar ETF (TAN) in Q1 2023, closing a stake of 183 shares — an estimated $13K sold.

Psagot Value Holdings first reported a position in TAN in Q3 2020 and held it in 7 quarters. The position peaked at $63.4M in Q1 2021. 318 funds tracked by Wall St. Rank hold TAN as of Q1 2023.

  • Psagot Value Holdings reported no remaining Invesco Solar ETF position as of Q1 2023 after selling out during the quarter.
  • Psagot Value Holdings sold 183 Invesco Solar ETF shares in Q1 2023, an estimated $13K.
  • Psagot Value Holdings first reported a position in Invesco Solar ETF in Q3 2020 and held it in 7 quarters.
  • Psagot Value Holdings's Invesco Solar ETF position peaked at $63.4M in Q1 2021.
  • 318 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2023.

Based on Psagot Value Holdings's 13F filing for Q1 2023, filed 20 Jun 2023.